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SANFILIPPO JOHN B & SON INC（JBSS）与世纪互联（VNET）财务数据对比。点击上方公司名可切换其他公司
世纪互联的季度营收约是SANFILIPPO JOHN B & SON INC的1.2倍（$362.7M vs $314.8M），SANFILIPPO JOHN B & SON INC净利率更高（5.7% vs -10.7%，领先16.4%），SANFILIPPO JOHN B & SON INC自由现金流更多（$40.0M vs $-193.1M），过去两年世纪互联的营收复合增速更高（17.4% vs 7.6%）
John B. Sanfilippo & Son Inc.（股票代码JBSS）是美国领先的坚果零食加工分销商，主营树坚果、花生、果干及增值零食产品，为北美零售、餐饮及工业原料客户提供自有品牌和贴牌产品。
VNET Group即世纪互联，是中国领先的第三方中立数据中心服务商，提供机柜托管、云基础设施、混合云部署及网络管理等解决方案，服务覆盖科技、金融、零售等多领域企业客户，为企业数字化运营提供稳定的算力与网络支撑。
JBSS vs VNET — 直观对比
营收规模更大
VNET
是对方的1.2倍
$314.8M
净利率更高
JBSS
高出16.4%
-10.7%
自由现金流更多
JBSS
多$233.1M
$-193.1M
两年增速更快
VNET
近两年复合增速
7.6%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $314.8M | $362.7M |
| 净利润 | $18.0M | $-38.7M |
| 毛利率 | 18.8% | 20.9% |
| 营业利润率 | 8.3% | 0.5% |
| 净利率 | 5.7% | -10.7% |
| 营收同比 | 4.6% | — |
| 净利润同比 | 32.1% | — |
| 每股收益（稀释后） | $1.53 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收JBSSVNET
| Q4 25 | $314.8M | — | ||
| Q3 25 | $298.7M | $362.7M | ||
| Q2 25 | $269.1M | — | ||
| Q1 25 | $260.9M | $309.5M | ||
| Q4 24 | $301.1M | — | ||
| Q3 24 | $276.2M | $302.2M | ||
| Q2 24 | $269.6M | $274.4M | ||
| Q1 24 | $271.9M | $262.9M |
净利润JBSSVNET
| Q4 25 | $18.0M | — | ||
| Q3 25 | $18.7M | $-38.7M | ||
| Q2 25 | $13.5M | — | ||
| Q1 25 | $20.2M | $-2.4M | ||
| Q4 24 | $13.6M | — | ||
| Q3 24 | $11.7M | $-2.1M | ||
| Q2 24 | $10.0M | $-1.1M | ||
| Q1 24 | $13.5M | $-22.0M |
毛利率JBSSVNET
| Q4 25 | 18.8% | — | ||
| Q3 25 | 18.1% | 20.9% | ||
| Q2 25 | 18.1% | — | ||
| Q1 25 | 21.4% | 25.2% | ||
| Q4 24 | 17.4% | — | ||
| Q3 24 | 16.9% | 23.2% | ||
| Q2 24 | 18.5% | 21.3% | ||
| Q1 24 | 18.1% | 21.6% |
营业利润率JBSSVNET
| Q4 25 | 8.3% | — | ||
| Q3 25 | 9.0% | 0.5% | ||
| Q2 25 | 7.5% | — | ||
| Q1 25 | 10.8% | 0.1% | ||
| Q4 24 | 6.4% | — | ||
| Q3 24 | 6.2% | 24.5% | ||
| Q2 24 | 5.4% | 0.2% | ||
| Q1 24 | 6.7% | 0.2% |
净利率JBSSVNET
| Q4 25 | 5.7% | — | ||
| Q3 25 | 6.3% | -10.7% | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 7.7% | -0.8% | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 4.2% | -0.7% | ||
| Q2 24 | 3.7% | -0.4% | ||
| Q1 24 | 5.0% | -8.4% |
每股收益（稀释后）JBSSVNET
| Q4 25 | $1.53 | — | ||
| Q3 25 | $1.59 | — | ||
| Q2 25 | $1.15 | — | ||
| Q1 25 | $1.72 | — | ||
| Q4 24 | $1.16 | — | ||
| Q3 24 | $1.00 | — | ||
| Q2 24 | $0.85 | — | ||
| Q1 24 | $1.15 | — |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $2.4M | $492.1M |
| 总债务越低越好 | $28.8M | — |
| 股东权益账面价值 | $370.1M | $890.8M |
| 总资产 | $617.7M | $6.1B |
| 负债/权益比越低杠杆越低 | 0.08× | — |
8季度趋势，按日历期对齐
现金及短期投资JBSSVNET
| Q4 25 | $2.4M | — | ||
| Q3 25 | $714.0K | $492.1M | ||
| Q2 25 | $585.0K | — | ||
| Q1 25 | $1.3M | $544.3M | ||
| Q4 24 | $336.0K | — | ||
| Q3 24 | $442.0K | $219.5M | ||
| Q2 24 | $484.0K | $247.2M | ||
| Q1 24 | $377.0K | $246.9M |
总债务JBSSVNET
| Q4 25 | $28.8M | — | ||
| Q3 25 | $29.8M | — | ||
| Q2 25 | $14.6M | — | ||
| Q1 25 | $5.8M | — | ||
| Q4 24 | $6.0M | — | ||
| Q3 24 | $6.2M | $1.2B | ||
| Q2 24 | $6.4M | — | ||
| Q1 24 | $6.6M | — |
股东权益JBSSVNET
| Q4 25 | $370.1M | — | ||
| Q3 25 | $362.8M | $890.8M | ||
| Q2 25 | $360.7M | — | ||
| Q1 25 | $346.6M | $927.8M | ||
| Q4 24 | $325.6M | — | ||
| Q3 24 | $310.8M | $902.9M | ||
| Q2 24 | $322.6M | $900.6M | ||
| Q1 24 | $321.8M | $895.1M |
总资产JBSSVNET
| Q4 25 | $617.7M | — | ||
| Q3 25 | $598.7M | $6.1B | ||
| Q2 25 | $597.6M | — | ||
| Q1 25 | $590.0M | $5.4B | ||
| Q4 24 | $545.3M | — | ||
| Q3 24 | $519.4M | $4.3B | ||
| Q2 24 | $515.6M | $4.0B | ||
| Q1 24 | $491.9M | $3.9B |
负债/权益比JBSSVNET
| Q4 25 | 0.08× | — | ||
| Q3 25 | 0.08× | — | ||
| Q2 25 | 0.04× | — | ||
| Q1 25 | 0.02× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | 1.28× | ||
| Q2 24 | 0.02× | — | ||
| Q1 24 | 0.02× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $62.5M | $113.8M |
| 自由现金流经营现金流 - 资本支出 | $40.0M | $-193.1M |
| 自由现金流率自由现金流/营收 | 12.7% | -53.2% |
| 资本支出强度资本支出/营收 | 7.1% | 84.6% |
| 现金转化率经营现金流/净利润 | 3.48× | — |
| 过去12个月自由现金流最近4个季度 | $32.8M | $-589.7M |
8季度趋势，按日历期对齐
经营现金流JBSSVNET
| Q4 25 | $62.5M | — | ||
| Q3 25 | $32.1M | $113.8M | ||
| Q2 25 | $36.5M | — | ||
| Q1 25 | $-25.9M | $27.0M | ||
| Q4 24 | $11.0M | — | ||
| Q3 24 | $8.9M | $108.3M | ||
| Q2 24 | $35.2M | $55.8M | ||
| Q1 24 | $5.3M | $37.1M |
自由现金流JBSSVNET
| Q4 25 | $40.0M | — | ||
| Q3 25 | $7.3M | $-193.1M | ||
| Q2 25 | $23.0M | — | ||
| Q1 25 | $-37.6M | $-220.0M | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $-3.0M | $-95.0M | ||
| Q2 24 | $24.4M | $-81.6M | ||
| Q1 24 | $-1.3M | $-102.2M |
自由现金流率JBSSVNET
| Q4 25 | 12.7% | — | ||
| Q3 25 | 2.4% | -53.2% | ||
| Q2 25 | 8.6% | — | ||
| Q1 25 | -14.4% | -71.1% | ||
| Q4 24 | -0.9% | — | ||
| Q3 24 | -1.1% | -31.4% | ||
| Q2 24 | 9.0% | -29.8% | ||
| Q1 24 | -0.5% | -38.9% |
资本支出强度JBSSVNET
| Q4 25 | 7.1% | — | ||
| Q3 25 | 8.3% | 84.6% | ||
| Q2 25 | 5.0% | — | ||
| Q1 25 | 4.5% | 79.8% | ||
| Q4 24 | 4.5% | — | ||
| Q3 24 | 4.3% | 67.3% | ||
| Q2 24 | 4.0% | 50.1% | ||
| Q1 24 | 2.4% | 53.0% |
现金转化率JBSSVNET
| Q4 25 | 3.48× | — | ||
| Q3 25 | 1.72× | — | ||
| Q2 25 | 2.70× | — | ||
| Q1 25 | -1.29× | — | ||
| Q4 24 | 0.81× | — | ||
| Q3 24 | 0.77× | — | ||
| Q2 24 | 3.52× | — | ||
| Q1 24 | 0.39× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
JBSS
| Sales Channel Directly To Consumer | $263.2M | 84% |
| Sales Channel Commercial Ingredients | $28.0M | 9% |
| Sales Channel Contract Packaging | $23.6M | 8% |
VNET
暂无分部数据
